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Broadcom

2,201 hedge funds and large institutions have $215B invested in Broadcom in 2023 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 984 increasing their positions, 792 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 102

85.96% more ownership

Funds ownership: 810.21%896.17% (+86%)

24% more repeat investments, than reductions

Existing positions increased: 984 | Existing positions reduced: 792

24% more funds holding in top 10

Funds holding in top 10: 166206 (+40)

13% more capital invested

Capital invested by funds: $189B → $215B (+$25.5B)

3% more funds holding

Funds holding: 2,1422,201 (+59)

27% less call options, than puts

Call options by funds: $4.26B | Put options by funds: $5.8B

Holders
2,201
Holders Change
+59
Holders Change %
+2.75%
% of All Funds
35.07%
Holding in Top 10
206
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+24.1%
% of All Funds
3.28%
New
210
Increased
984
Reduced
792
Closed
102
Calls
$4.26B
Puts
$5.8B
Net Calls
-$1.54B
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Balyasny Asset Management
476
Balyasny Asset Management
Illinois
$13.8M -$39.2M -651,320 -75%
IIM
477
Intact Investment Management
Quebec, Canada
$13.7M +$391K +6,500 +3%
BCM
478
BTC Capital Management
Iowa
$13.7M -$1.61M -26,790 -11%
NCM
479
Novare Capital Management
North Carolina
$13.6M -$529K -8,790 -4%
SPC
480
Stewart & Patten Company
California
$13.6M +$557K +9,260 +5%
WJWM
481
Williams Jones Wealth Management
New York
$13.5M +$395K +6,560 +3%
NHC
482
Nicholas Hoffman & Company
Georgia
$13.5M +$48.1K +800 +0.4%
Wolverine Trading
483
Wolverine Trading
Illinois
$13.5M +$6.63M +110,150 +108%
BCAM
484
Boston Common Asset Management
Massachusetts
$13.4M +$12.6M +209,630 New
DWM
485
Dakota Wealth Management
Florida
$13.4M +$6.7M +111,410 +114%
TI
486
Tidal Investments
Wisconsin
$13.4M +$3.57M +59,380 +40%
PTC
487
Philadelphia Trust Company
Pennsylvania
$13.2M -$70.4K -1,170 -0.6%
SCP
488
Shorepoint Capital Partners
Massachusetts
$13.1M +$87.2K +1,450 +0.7%
MC
489
Miramar Capital
Illinois
$13.1M -$359K -5,970 -3%
BPA
490
Beacon Pointe Advisors
California
$13M +$427K +7,100 +4%
TAM
491
Tocqueville Asset Management
New York
$13M -$958K -15,930 -7%
MWM
492
Moran Wealth Management
Florida
$12.9M +$12.1M +201,270 New
KAS
493
Kestra Advisory Services
Texas
$12.9M -$11.2M -186,260 -48%
SCP
494
Steamboat Capital Partners
New York
$12.8M -$6.08M -101,040 -34%
ZDA
495
Zweig-DiMenna Associates
New York
$12.8M +$902K +15,000 +8%
CAM
496
ClariVest Asset Management
California
$12.8M -$363K -6,030 -3%
1IA
497
1834 Investment Advisors
Wisconsin
$12.8M -$4M -66,450 -25%
EI
498
Ethic Inc
New York
$12.7M +$307K +5,110 +3%
TW
499
Transform Wealth
Colorado
$12.6M +$21.1K +350 +0.2%
EIA
500
Edgemoor Investment Advisors
Maryland
$12.5M +$186K +3,090 +2%

AVGO Hedge Fund Activity: Q1 2023 in Review

2,201 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Broadcom (AVGO) for Q1 2023, worth a combined $215B — up 13% from $189B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new AVGO positions and 102 closed out — a net gain of 108 holders — while 984 added to existing stakes and 792 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.77B. The largest seller was Capital International Investors, cutting an estimated $1.59B.

  • 2,201 institutional investors held Broadcom (AVGO) as of Q1 2023, up from 2,142 in Q4 2022.
  • Funds reported $215B of Broadcom stock for Q1 2023, up 13% quarter-over-quarter.
  • 210 funds opened new Broadcom positions in Q1 2023 and 102 closed out, a net change of +108 holders.
  • The largest Broadcom buyer in Q1 2023 was Envestnet Asset Management, an estimated $2.77B added.
  • The largest Broadcom seller in Q1 2023 was Capital International Investors, an estimated $1.59B sold.

Based on aggregated 13F filings for Q1 2023.